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Original filing (PDF)20250722111634NAL0001280419001
TRANS NATIONAL GROUP SERVICES LLC
Form 5500
FILING_RECEIVED
TRANS NATIONAL GROUP SERVICES LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
108
Accounts w/ balance
151
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANS NATIONAL GROUP SERVICES LLC.
Plan sponsor
Name
TRANS NATIONAL GROUP SERVICES LLC
EIN
04-3399612
Address
89 PLEASANT STREET SOUTH · NATICK, MA · 01760
Phone
(617) 638-3306
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPA'S P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $28.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.8M
31 holdings
Common Collective Trust
$366K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor New Insights Fund Class I Mutual Fund | — | — | — | $4.3M | 15.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 8.7% | |
| American Funds Growth Fund of America Class R3 Mutual Fund | — | — | — | $2.3M | 8.4% | |
| Fidelity Advisor Freedom 2030 Fund Class K6 Mutual Fund | — | — | — | $1.9M | 7.0% | |
| Baron Growth Fund Institutional Mutual Fund | — | — | — | $1.6M | 5.9% | |
| Allspring Special Mid Cap Value A Mutual Fund | — | — | — | $1.6M | 5.7% | |
| Fidelity Self-Directed Brokeragelink Self-directed Brokerage Account | — | — | — | $1.4M | 5.1% | |
| Fidelity Advisor Freedom 2035 Fund Class K6 Mutual Fund | — | — | — | $1.2M | 4.4% | |
| American Funds EuroPacific Growth Fund Class R3 Mutual Fund | — | — | — | $1.2M | 4.3% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $1.2M | 4.2% | |
| Fidelity Advisor Freedom 2020 Fund Class K6 Mutual Fund | — | — | — | $982K | 3.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $835K | 3.0% | |
| Principal SmallCap R3 Mutual Fund | — | — | — | $718K | 2.6% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | — | — | — | $605K | 2.2% | |
| Fidelity Advisor Freedom 2050 Fund Class K6 Mutual Fund | — | — | — | $599K | 2.2% | |
| Fidelity Advisor Freedom 2040 Fund Class K6 Mutual Fund | — | — | — | $519K | 1.9% | |
| Fidelity Advisor Freedom 2025 Fund Class K6 Mutual Fund | — | — | — | $480K | 1.7% | |
| Fidelity Advisor Freedom 2045 Fund Class K6 Mutual Fund | — | — | — | $474K | 1.7% | |
| American Funds American Mutual Fund Class R4 Mutual Fund | — | — | — | $419K | 1.5% | |
| interest, collateral, par, or maturity value * Fidelity Managed Income Portfolio Common/Collective Trust | — | — | — | $389K | 1.4% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $387K | 1.4% | |
| Fidelity Advisor Freedom 2055 Fund Class K6 Mutual Fund | — | — | — | $385K | 1.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $372K | 1.3% | |
| Fidelity Advisor Government Income Fund Class Z Mutual Fund | — | — | — | $368K | 1.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $366K | 1.3% | |
| PGIM Short-Term Corporate Bond Fund Class R6 Mutual Fund | — | — | — | $301K | 1.1% | |
| Columbia Emerging Markets A Mutual Fund | — | — | — | $234K | 0.8% | |
| Participant Loans (4.25% - 9.50%) -0- | — | — | — | $217K | 0.8% | |
| Fidelity Advisor Freedom Income Fund Class K6 Mutual Fund | — | — | — | $139K | 0.5% | |
| Fidelity Advisor Freedom 2060 Fund Class K6 Mutual Fund | — | — | — | $111K | 0.4% | |
| Fidelity Advisor Freedom 2065 Fund Class K6 Mutual Fund | — | — | — | $61K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund Class K6 Mutual Fund | — | — | — | $24K | <0.1% |
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